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🆔 Agent Identity

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✏️ Agent Name

  • Editable Name Field: Click the pencil icon to modify your agent’s display name
General

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🔄 Status Control

  • Active Toggle: Enable/disable your agent with the status switch
  • Current Status: “Active and ready” indicates the agent is operational
General

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📁 Organization Settings

Folder Assignment:
  • Dropdown Menu: “Select a folder” to organize agents by project or category
  • Purpose: Group related agents for better management
  • Options: Choose from existing folders or create new ones
General GHL Location:
  • Integration Setting: Connect to specific GoHighLevel locations
  • Current Example: “Rizler Dev”
  • Function: Links agent to your CRM and location-specific data
General

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👋 Welcome Message

The welcome message interface provides multiple pre-defined options for conversation initiation. You can select from dropdown options that determine how your AI agent begins interactions with users. The interface includes dynamic variable support for personalization and allows you to customize the greeting approach based on your specific use case requirements.

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🎯 Initiation Options

The system provides multiple ways to handle conversation start: AI Initiates Options:
  • “AI Initiates: Rizler AI begins with a dynamic begin message” - Agent starts with an automatically generated greeting
  • “AI Initiates: Rizler AI begins with your defined begin message” - Agent starts with your custom welcome message
User Initiates Option:
  • “User Initiates: Rizler AI remains silent until users speak first” - Agent waits for the user to start the conversation
General

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💬 General Prompt

The core instruction set that defines your agent’s personality, behavior, and conversation guidelines.

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🔧 Available Dynamic Variables

The system provides numerous dynamic variables for personalization: 
{{phone_number}} - User's phone number
{{first_name}} - User's first name  
{{last_name}} - User's last name
{{email_Address}} - User's email address
{{address}} - User's physical address
{{city}} - User's city
{{zip_code}} - User's ZIP code
{{country}} - User's country
{{hello_how_are_you_i_am_check_last_field_for_testing_layout_okay}} - Extended variable example
{{phone_number}} - Phone number (duplicate for multiple uses)
{{current_dateTime}} - Current date and time
{{talk_meeting_opt}} - Meeting options
General

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⚙️ Prompt Configuration Interface

The general prompt configuration provides a comprehensive text area where you can define your agent’s core behavior and personality. The interface includes a dropdown menu for managing multiple prompt versions, allowing you to save, load, and organize different prompt configurations. This feature is essential for testing different agent personalities or maintaining separate prompts for different use cases.

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🔘 Action Buttons

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💾 Save

  • Function: Preserve all current configuration changes
  • Usage: Click after making any modifications
General The Save button interface allows you to preserve all configuration changes made to your agent settings. The interface typically includes both “Save” and “New Version” options, enabling you to either update current settings or create versioned backups before making significant changes.

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🤖 Generate with ChatGPT

  • Function: AI-assisted prompt creation and optimization
  • Feature: Leverage AI to improve prompt quality and effectiveness
General The ChatGPT integration feature provides AI-powered assistance for creating and optimizing your agent prompts. This tool helps generate professional, effective prompts based on best practices and can suggest improvements to existing configurations, making it easier to create high-quality agent personalities and behaviors.